ynab-mcp-server

v5.1.1

YNAB MCP connector for budgets, transactions, categories, scheduled transactions, accounts, months, payees, and budget review workflows.

Codex1 MCP serverstdio

By Oliver AmesLicense: MIT22 GitHub starsUpdated 15 hours ago

Directory evidence

Runtimes: Codex
Parsed components: 1 skill or MCP entry
Source updated: Aug 26, 2026
Manifest status: Canonical path parsed

The directory validates manifest shape and source location. It does not execute the plugin or provide a security endorsement. Review the indexing methodology →

Install plugin

Installs for the current user

codex plugin marketplace add IchenDEV/agent-plugin-mkt
codex plugin marketplace upgrade agent-plugin-marketplace
codex plugin add ynab-mcp-server-2@agent-plugin-marketplace

Paste and run these commands in a terminal with Codex. They add and refresh the PluginsMP catalog, then install this plugin.

The installer fetches third-party code from the source repository shown on this page. This directory validates manifest structure and source location, but does not perform a security audit; review the manifest, components, and source before installing.

Get the source manually

$ git clone https://github.com/oliverames/ynab-mcp-server

Clone the source repository, then follow its setup instructions to add the plugin to a compatible client. The plugin root is codex/.

Plugin files

codex/

├── .codex-plugin/plugin.json
└── .mcp.json

MCP servers1

ynab-mcp-serverstdio

command: npx
args: -y @oliverames/mcp-server-for-ynab@latest
env.YNAB_API_TOKEN: ${YNAB_API_TOKEN}
env.YNAB_BUDGET_ID: ${YNAB_BUDGET_ID}
env.OP_SERVICE_ACCOUNT_TOKEN: ${OP_SERVICE_ACCOUNT_TOKEN}
env.YNAB_ALLOW_WRITES: 1

Plugin manifests1

codex/.codex-plugin/plugin.json

{
  "name": "ynab-mcp-server",
  "version": "5.1.1",
  "description": "YNAB MCP connector for budgets, transactions, categories, scheduled transactions, accounts, months, payees, and budget review workflows.",
  "author": {
    "name": "Oliver Ames",
    "email": "[email protected]",
    "url": "https://github.com/oliverames"
  },
  "homepage": "https://github.com/oliverames/ynab-mcp-server#readme",
  "repository": "https://github.com/oliverames/ynab-mcp-server",
  "keywords": [
    "mcp",
    "ynab",
    "budget",
    "finance",
    "personal-finance"
  ],
  "category": "finance",
  "mcpServers": "./.codex-plugin/mcp.json",
  "interface": {
    "displayName": "YNAB",
    "shortDescription": "Connect Claude and Codex to YNAB budgets and transactions.",
    "longDescription": "A standalone YNAB MCP connector that gives Claude and Codex access to budgets, transactions, categories, scheduled transactions, accounts, months, and payees. Requires YNAB_API_TOKEN unless using the server's YNAB_OP_PATH fallback.",
    "developerName": "Oliver Ames",
    "category": "Finance",
    "capabilities": [
      "MCP Servers",
      "Finance"
    ],
    "websiteURL": "https://github.com/oliverames/ynab-mcp-server#readme",
    "defaultPrompt": [
      "Summarize my YNAB budget this month.",
      "Find uncategorized YNAB transactions.",
      "Create a budget review checklist."
    ],
    "brandColor": "#14b8a6",
    "composerIcon": "./assets/icon.png",
    "logo": "./assets/icon.png"
  },
  "license": "MIT"
}